Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,897 | $86,050-37.4% | $189,758-71.6% | $94,015-42.7% |
| Participation rate | 96.4% | 68.9%+27.5pp | 79.8%+16.6pp | 70.8%+25.6pp |
| Annual return | 17.18% | 17.77%-0.6pp | 52.62%-35.4pp | 17.84%-0.7pp |
| Employer contribution / active EE | $6,507 | $2,819+130.8% | $4,767+36.5% | $2,790+133.2% |
| Participant deferral / active EE | $4,141 | $3,349+23.7% | $5,856-29.3% | $4,249-2.6% |
| Admin fee / account holder | $1,095 | $6,627-83.5% | $20,388-94.6% | $8,951-87.8% |